Suggest Matching Orders

Suggest Matching Orders watches for new orders that match a set of filters and lines them up on a route’s Add orders tab, ready for you to review. Orders aren’t added to the route until you approve them for addition yourself. Suggest Matching Orders is included on the Standard plan and up; you can check your plan from your EasyRoutes Settings > Help & Support tab, within the Plan details section.

It only works on routes that haven’t started. Once any stop on a route is out for delivery or completed, this feature will stop suggesting orders for that route.

By default, only orders created after the route was created are suggested. To include older orders, add a created-date filter before you turn it on.

Existing Routes:

You can enable suggested order matching from the Add orders tab on existing route and group pages:

Route page with the Add orders tab highlighted, and the Suggest matching orders box below the map outlined, turned On and listing its filters

When you select Enable, the tool will capture a set of filters and search for matching orders whenever the route is loaded; to update the set of filters, click the Disable button, update your filter list from the controls shown below, then click Enable to pick up this new set of filters. The set of filters that the tool uses will match whatever filters are set on the Orders table on the Add Orders tab:

Add orders tab with the filters above the Orders table outlined, and an arrow pointing to the same filters listed in the enabled Suggest matching orders box

You can optionally set filters on the Add Orders tab using existing Filter Views by selecting the Saved views button:

Saved views

If your route has a scheduled start date and time, the tool will continue watching for new orders until the route's scheduled start time by default. You can click the pencil icon within the tool's panel to configure how many minutes, hours, or days prior to a route's scheduled start time to stop watching for new orders:

Suggest matching orders box with the pencil icon highlighted, and the Suggest orders until... dialog above it set to keep suggesting orders until 6 hour(s) before route start time

Once enabled, we'll place a banner over the route page whenever you load an unstarted route and new orders are available:

Route page banner reading "Matching orders found: 18 new stops are waiting to be added!" with a prompt to visit the add orders tab

You'll also receive an alert banner at the top of the EasyRoutes Dashboard when there are new orders ready to be added - click the name of any route listed here to jump directly to the Add Orders tab for that route:

EasyRoutes Dashboard banner reading "We've updated the 'Add Orders' tab on the following routes with new orders", listing two linked routes with their counts of new orders

Orders will automatically be staged on the map, ready to add to the route when you load the Add Orders tab.

New Routes:

You can also enable and configure the feature for suggesting matching orders for a route from the Route Options page, prior to creating a new route:

Suggest matching orders panel on the Route Options page, turned On with the Contains address filter and Keep suggesting orders until: set to Route start time

By default, the feature will be configured with the Contains address filter applied. Use the Clear all and/or Add filter buttons to configure any filter combination you'd like to watch for instead.

If your route has a scheduled start date and time, the feature will continue watching for new orders until the route's scheduled start time. Modify the Keep suggesting orders until: setting here to configure how many minutes, hours, or days prior to a route's scheduled start time to stop watching for new orders:

Suggest matching orders panel with four filters applied and Keep suggesting orders until: set to 6 hour(s) before route start time

Once your route is created with feature enabled, when viewing that route you'll now see a banner indicating there's new orders that match these filters waiting to be routed from the Add orders tab:

Route page banner reading "Matching orders found: 18 new stops are waiting to be added!" with a prompt to visit the add orders tab

Banner reading "We've updated the 'Add Orders' tab on the following routes with new orders", listing two linked route names with their counts of new orders

Orders will automatically be staged on the map, ready to add to the route when you load the Add Orders tab.

Note: The Suggest Matching Orders feature is currently only available on EasyRoutes Standard, Premium and Enterprise pricing plans.